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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

New England Professional Planning Group Inc.

Quarter ended Q4 2023 · Filed October 11, 2023 · Accession 0001085146-23-003665

Total Value
$161.5M
Positions
41
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (41)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200127,408$54.7M33.89%
2ISHARES TR46432F834705,088$42.3M26.20%
3ISHARES TR464287507120,234$30.0M18.57%
4ISHARES TR464287804151,755$14.3M8.87%
5RAYMOND JAMES FINL INC75473010939,301$3.9M2.44%
6PFIZER INCPFE52,317$1.7M1.07%
7SSGA ACTIVE ETF TR78467V84844,104$1.7M1.06%
8EXXON MOBIL CORPXOM10,508$1.2M0.77%
9VANGUARD INTL EQUITY INDEX F9220427428,259$769,5740.48%
10APPLE INCAAPL3,938$674,2800.42%
11VANGUARD WHITEHALL FDS9219464065,951$614,8570.38%
12VANGUARD INDEX FDS9229087692,804$595,5980.37%
13ISHARES TR46428824012,627$593,6260.37%
14ISHARES TR4642872425,718$583,3510.36%
15ISHARES TR4642874998,103$561,1520.35%
16INVESCO EXCH TRADED FD TR IIIVZ7,142$500,6760.31%
17UNION PAC CORPUNP2,365$481,5850.30%
18FUBOTV INCFUBO172,860$461,5360.29%
19ISHARES TR46432F3393,454$455,2950.28%
20SPDR S&P 500 ETF TRSPY912$389,8620.24%
21GENERAL DYNAMICS CORPGD1,663$367,6670.23%
22CISCO SYS INCCSCO6,719$361,2140.22%
23ISHARES TR4642872263,143$295,5670.18%
24ISHARES TR4642876551,558$275,4900.17%
25BANK AMERICA CORP0605051049,683$265,1210.16%
26ANALOG DEVICES INCADI1,432$250,7280.16%
27PROCTER AND GAMBLE CO7427181091,674$244,1700.15%
28BERKSHIRE HATHAWAY INC DELBRK-A695$243,4590.15%
29WASHINGTON TR BANCORP INC9406101089,239$243,2950.15%
30MARSH & MCLENNAN COS INC5717481021,211$230,4530.14%
31ISHARES TR46434V8784,524$227,9190.14%
32ISHARES TR4642885133,038$223,9620.14%
33MICROSOFT CORPMSFT702$221,6560.14%
34JPMORGAN CHASE & COVYLD1,497$217,0950.13%
35AMETEK INCAME1,449$214,1040.13%
36WALMART INCWMT1,278$204,3910.13%
37ISHARES SILVER TRSLV10,004$203,4810.13%
38GENERAL ELECTRIC CO3696043011,828$202,1110.13%
39AUTOMATIC DATA PROCESSING INADP833$200,4030.12%
40SIRIUS XM HOLDINGS INCSIRI18,611$84,1250.05%
41LIFEVANTAGE CORPLFVN11,058$71,3300.04%